Benchmark Campaign Execution, Staffing, and Martech Adoption

The Marketing Operations Roundtable brings together marketing ops leaders across financial services to benchmark execution processes, campaign workflows, and post-handoff coordination from brand and creative teams. The group focuses on how organizations deploy marketing plans—tracking performance, automating workflows, managing teams, and optimizing tools—rather than ideating on creative strategy.

As campaign complexity grows and the demand for personalization increases, marketing ops teams must evolve their structure, tooling, and workforce planning to keep pace. This roundtable delivers the peer insight needed to identify operational bottlenecks, compare campaign management approaches, and explore how others are leveraging automation, AI, and RPA.

Membership includes: Executive Meetings—virtual and in-person—centered on campaign setup, data integration, and resource planning; and Unlimited Custom Surveys that provide peer feedback on vendor use, offshoring, agent productivity, and content QA workflows.

Benchmark data is delivered via the VIZOR platform, enabling members to assess productivity benchmarks, adoption of tech tools, and organizational design across comparable marketing functions.

Who Should Join?

Senior leaders in marketing operations, campaign execution, marketing enablement, or martech implementation—particularly those focused on workflow execution post-handoff from marketing strategy teams.

Why It Matters:

Marketing operations leaders are the engine behind campaign execution. This Roundtable gives you the structure, data, and peer collaboration needed to scale smarter, execute faster, and manage more effectively in today’s high-volume, tech-enabled marketing environment.

Hot Topics:

• Marketing Campaign Volumes & Acquisition Trends: Marketing channels used; the personalization of campaigns; top initiatives, next year planning
• Capacity Planning: Staffing & Resource: Attrition/hiring challenges and best practices, and outsourcing through contractors or offshore employees
• Technology & Tools: Best practices using enhanced workflow, Robotic Process Automation, artificial intelligence, machine learning, etc.
• Organizational Structure: Key approaches to collaboration and communication across all functions of Marketing Operations